Skip to content
Disclosery

Atria Wealth Solutions, Inc.: UTES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Wealth Solutions, Inc. on UTES, newest first. How the timeline and the estimate are built.

Atria Wealth Solutions, Inc. held 63,030 UTES shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 63,030 shares
    Change vs previous 13F +11,221 shares

    0.11% of the 13F portfolio, value $4,752,070.

    13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 51,809 shares
    Change vs previous 13F +32,896 shares

    0.04% of the 13F portfolio, value $3,346,837.

    13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 18,913 shares
    Change vs previous 13F +2,224 shares

    0.01% of the 13F portfolio, value $1,205,701.

    13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 16,689 shares
    Change vs previous 13F -972 shares

    0.01% of the 13F portfolio, value $1,067,431.

    13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 17,661 shares
    Change vs previous 13F +167 shares

    0.01% of the 13F portfolio, value $915,570.

    13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 17,494 shares
    Change vs previous 13F -2,157 shares

    0.01% of the 13F portfolio, value $849,418.

    13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 19,651 shares
    Change vs previous 13F -4,981 shares

    0.01% of the 13F portfolio, value $877,199.

    13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 24,632 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,025,082.

    13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).